Latest insurance thinking
-
Tipping points and transformation: Getting on the right side of change
16 Aug 2023
Rapid changes in the global economy could tip some sectors into low-carbon phases faster than incumbents expect, with important investment implications.
-
Over(shooting) the limit: Why we need to keep within planetary boundaries
26 Jul 2023
Demand for fuel and raw materials is decimating the natural world, making extreme climate effects more likely. So, what might the world be like for people and investors as we go beyond planetary boundaries?
-
Cash is king (again): Higher rates spurring interest in money market funds
19 Jul 2023
Members of Aviva Investors’ liquidity team explain why rising global interest rates and problems in the US banking sector are fuelling demand for money market funds.
-
Waiting games and funding gaps: A mixed picture for real estate debt
14 Jul 2023
The higher rates regime is testing borrowers everywhere. Gregor Bamert considers the implications for real estate debt.
-
Plug in and power up: How EV-charging infrastructure can help future-proof real assets portfolios
28 Jun 2023
As the transition away from petrol-powered cars to electric vehicles accelerates, demand for charging points is rising. We explore the implications for investors in real assets.
-
Playing the long game in EMD: Why patience and persistence should reward long-term investors
26 Jun 2023
Despite short-term headwinds, Liam Spillane and Michael McGill argue emerging-market debt continues to offer attractive prospects for long-term investors.
-
A broad palette: Enhancing the chances of success in high yield
20 Jun 2023
Pierre Ceyrac and Mark Miller explain the benefits of a global approach when investing in high yield.
-
Demand, diversification and discounts: Where next for real estate long income?
12 Jun 2023
With interest rates and inflation remaining elevated, Renos Booth, Isabel Gossling and Kris McPhail discuss what long-income strategies can deliver.
-
Flex appeal: Could private debt investors be set for a once in a generation opportunity?
9 Jun 2023
Ewan Macaulay outlines why private debt markets in real assets offer compelling relative-value opportunities, despite macroeconomic uncertainty.
-
Can they, should they, will they? Is now the time for illiquid assets in DC?
31 May 2023
What role could private assets play in UK defined-contribution pension schemes, where decision-makers are searching for returns and diversification? Heather Brown from our UK pensions team consults a panel of specialists.
-
Global megatrends: How climate, nature and social change will reshape economies
30 May 2023
Climate change, natural resource scarcity and social shifts are transforming the corporate landscape. Investors need to understand the implications of these sustainability megatrends to manage risks and seize opportunities.
-
When the tide goes out
26 May 2023
Ben Sanderson explains why polarisation in real estate investment performance is only going to increase from here.
Subscribe to AIQ
Receive our award-winning insight on key investment themes, direct to your inbox.